PipelineDeals Reviews in July 2025: User Ratings, Pros & Cons

PipelineDeals is the only way to go!

What do you like best? PipelineDeals is the best CRM that I have ever utilized. The ease of setup and ease of use are what makes this CRM a real catch! Customer service is second to none! All PipelineDeals team members are extremely professional and willing to help whenever needed. What do you dislike? What’s not to love about PipelineDeals!? Recommendations to others considering the product I strongly suggest utilizing the trial to get familiar with the system! Once you see what ...

Very easy to use

What do you like best? Ease of use. Also, someone always answers the phone when you call in for help. What do you dislike? It is super easy to set up. Then, it's easy to adjust it to match your business processes. What business problems are you solving with the product? What benefits have you realized? Sales opportunities don't slip through the cracks any more. We are able to keep up to date on tasks and communication with our clients.

We stay organized!

What do you like best? Our team can use the site asynchronously, which is a huge help for our small organization. What do you dislike? Keeping all of the information up-to-date, but that is the downfall of any database. What business problems are you solving with the product? What benefits have you realized? Our communication about both pre- and post-sales has improved, resulting in a better understanding of our customers needs, which translates into long-term advertisers for our ...

Easy, effective CRM

What do you like best? Pipeline is easy to use. It has just what I need without being complicated or excessive. I particularly like the to do list features and easy way to input tasks. What do you dislike? There's nothing in particular that stands out to me to dislike. Recommendations to others considering the product I highly recommend Pipeline because of its simple interface and task management. What business problems are you solving with the product? What benefits have you ...

Great Organization Tool

What do you like best? Pipeline deals makes it so easy to organize all your customer info and the different tasks for that customer. It is super easy to use and navigate. What do you dislike? There's not a whole lot to dislike about pipelines. There are minor nit picky details that they could improve on . For example; it would be great to have the ability to drag and drop attachments to customer accounts or deals. But again, that is reaching, because pipelines over all has been great. ...

Excellent Sales CRM

What do you like best? What i like best about Pipeline Deals is how simple the product is to use. I love the text and email alerts to remind me of all my appointments so i am on top of everything - it's better than a personal assistant. Reports are easy to pull, the system is customizable. It is fool proof which is what i needed! What do you dislike? No payment integration. That was the 1st item i requested in 2010 and that would put PD on the map to compete against bigger CRM ...

Quality CRM

What do you like best? Allows me to capture all the required information and the ability to use it and retrieve it easily when I need it. What do you dislike? The fact that that it is remote being in the USA and not easy to get help in my time. The email respose when I had an issue seemed automated and had trouble getting an adequate resolution. Recommendations to others considering the product A Quality CRM that gives you the tools to manage the sales process and manage your ...

Simple, practical and easy to use CRM - ideal for small business

What do you like best? What we found best about using Pipeline deals what that we could start using it 'out of the box' with very little set up. The structuring is intuitive and it makes it easy for us to track our clients and our deals. And the reporting is flexible and useful. Over time we have adapted it and made it more tailored to our specific needs. What do you dislike? There are still a few modifications they could make. For example, where you have a lot of deals with a client ...

The Best CRM

What do you like best? I like the access to reports, updates for follow up, and the syncing of emails to each client. What do you dislike? Theres nothing to dislike :- . It works for us. Recommendations to others considering the product It's easy to use and most importantly it has "live" support. What business problems are you solving with the product? What benefits have you realized? Tracking clients for follow up is key. Being able to review all the conversations you've had in ...

Pipeline Deals is a perfect all around CRM solution.

What do you like best? It is low cost with an annual pre-pay discount, trial period and super easy to use software. The smartphone app is continually updated and makes it easy to see contacts and appointments and make changes on the go. We evaluated many other CRM's and we found Pipeline Deals to be the absolute best value for the price. Nothing else matches it! The reporting was recently enhanced and now made this software even better. More data for my sales meetings! What do you ...